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US CASH COWS 100 (fund)

872 managers (883 13F filers) reported a position in COWZ shares at 2026-03-31, 193,113,380 shares in all. 84 filers opened a position and 55 filers sold out during the quarter.

Managers
872
13F filers
883
New
84
Added
345
Reduced
339
Sold out
55
Shares held by filers
193,113,380

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2026

Filers in the available 13F reports with a share position at 2026-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
LAUREL OAK WEALTH MANAGEMENT, LLC21,037$1.32M0.22%-1,40713F-HRTimeline
AdvisorNet Financial, Inc20,894$1.31M0.07%-1,67413F-HRTimeline
Investor's Fiduciary Advisor Network, L…20,821$1.3M0.4%+6,97413F-HRTimeline
LAKE STREET PRIVATE WEALTH, LLC20,772$1.3M0.17%+49513F-HRTimeline
BlueChip Wealth Advisors LLC20,883$1.29M0.57%-15,87113F-HRTimeline
Powers Advisory Group, LLC20,311$1.27M0.45%+91013F-HRTimeline
ROMANO BROTHERS AND COMPANY20,132$1.26M0.14%+1,92813F-HRTimeline
Dana Investment Advisors, Inc.20,085$1.26M0.04%-1,29713F-HRTimeline
LEGACY CAPITAL WEALTH MANAGEMENT, LLC19,972$1.25M0.73%-16713F-HRTimeline
Vivid Wealth Management, LLC19,925$1.25M0.5%+53913F-HRTimeline
TruWealth Advisors, LLC19,900$1.24M0.06%-81213F-HRTimeline
EP Wealth Advisors, LLC19,686$1.23M0.01%-1,19413F-HRTimeline
Whitaker-Myers Wealth Managers, LTD.19,434$1.22M0.24%-5,63513F-HRTimeline
Arax Advisory Partners19,428$1.22M0.03%+10,96513F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC19,340$1.21M0.26%-94613F-HRTimeline
Dedeker Financial LLC19,318$1.21M1.05%-7,15513F-HRTimeline
Sun Financial Inc19,166$1.21M0.61%+1,67813F-HRTimeline
Empire Financial Management Company, LLC19,167$1.2M0.27%+12113F-HRTimeline
BigSur Wealth Management LLC19,155$1.2M0.34%013F-HRTimeline
Sound Income Strategies, LLC19,162$1.19M0.06%+3,50213F-HRTimeline
Garden State Investment Advisory Servic…19,062$1.19M0.29%+26813F-HRTimeline
VICUS CAPITAL19,020$1.19M0.09%-15713F-HRTimeline
AMG Asset Management Group, Inc.18,755$1.17M0.91%new13F-HRTimeline
Tripletail Wealth Management, LLC18,727$1.17M1.6%-7,38213F-HRTimeline
49 WEALTH MANAGEMENT, LLC18,309$1.15M0.09%-54013F-HRTimeline
Total Clarity Wealth Management, Inc.18,002$1.13M0.26%+13513F-HRTimeline
Monetary Solutions, Ltd17,932$1.12M1.08%+4313F-HRTimeline
Windsor Advisory Group, LLC17,388$1.09M0.91%+8,00013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,327$1.08M<0.01%-4,49713F-HRTimelineGroup
Flagship Capital Management Inc.17,155$1.07M0.79%+28013F-HRTimeline
Sound View Wealth Advisors Group, LLC17,108$1.07M0.07%-6,35013F-HRTimeline
Alchemi Wealth, LLC16,961$1.06M0.59%+24013F-HRTimeline
Key Client Fiduciary Advisors, LLC16,772$1.05M0.36%+92013F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC16,553$1.04M0.02%+4,15713F-HRTimeline
Vestmark Advisory Solutions, Inc.16,552$1.04M0.01%+4,15613F-HRTimeline
Canvas Wealth Advisors, LLC16,461$1.03M0.18%new13F-HRTimeline
Signal Advisors Wealth, LLC16,427$1.03M0.07%new13F-HRTimeline
KOM Wealth Management Group, LLC16,389$1.03M0.7%+3,46713F-HRTimeline
Avantax Planning Partners, Inc.16,256$1.02M0.03%-21313F-HRTimeline
Cypress Wealth Services, LLC16,193$1.01M0.14%-56813F-HRTimeline
Rubicon Advisors, GP16,168$1.01M0.88%-1,85413F-HRTimeline
Resurgent Financial Advisors LLC16,106$1.01M0.37%+11,89713F-HRTimeline
BlueStem Wealth Partners, LLC15,959$998K0.11%+3,54913F-HRTimeline
ARWA LLC15,996$994K0.49%-2,13613F-HRTimeline
PERRYMAN FINANCIAL ADVISORY INC /AD15,803$989K0.15%-713F-HR/ATimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC15,764$986K0.02%+20813F-HRTimelineGroup
Sovran Advisors, LLC15,489$984K0.08%-34213F-HRTimeline
Nilsine Partners, LLC15,683$981K0.08%-2,19213F-HRTimeline
Beacon Pointe Advisors, LLC15,647$979K0.01%-3,40313F-HRTimeline
Wellspring Financial Advisors, LLC15,416$964K0.07%-5,84513F-HRTimeline
5T Wealth, LLC15,354$961K0.38%+4,66213F-HRTimeline
BARNES PETTEY FINANCIAL ADVISORS, LLC15,304$957K0.42%+13213F-HRTimeline
Sonoma Allocations LLC15,110$942K0.33%-4,35813F-HRTimeline
Inspire Advisors, LLCin group Inspire Investing, LLC15,043$941K0.08%+5,36413F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED14,833$928K0.07%-8,32613F-HRTimeline
Revisor Wealth Management LLC14,730$922K0.25%-41913F-HRTimeline
BEAM WEALTH ADVISORS, INC.14,655$917K0.23%-47413F-HRTimeline
Braeburn Wealth Management LLC14,621$915K0.52%-88813F-HRTimeline
Harbor Asset Planning, Inc.14,444$904K0.76%-1,15113F-HRTimeline
Ritter Daniher Financial Advisory LLC /…14,443$904K0.15%-98413F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP14,365$899K<0.01%+11913F-HRTimelineGroup
BARRETT & COMPANY, INC.14,311$895K0.31%+1413F-HRTimeline
SlateStone Wealth, LLC14,240$891K0.07%013F-HRTimeline
Sageworth Trust Co14,190$888K0.04%013F-HRTimeline
Cooper Financial Group14,162$886K0.09%-1,24013F-HRTimeline
KRAEMATON INVESTMENT ADVISORS, INC13,907$870K0.71%+9113F-HRTimeline
PRUDENT INVESTORS NETWORK, INC.13,888$869K0.19%-7,63413F-HRTimeline
CPWA, LLC13,712$867K1.04%13F-HRTimeline
INTEGRITY ALLIANCE, LLC.13,809$864K0.03%-4,46113F-HRTimeline
HICKS CAPITAL MANAGEMENT LLC13,720$858K0.86%013F-HRTimeline
Vertex Planning Partners, LLC13,580$850K0.17%+1313F-HRTimeline
WCG Wealth Advisors LLC13,285$831K0.02%+2,95013F-HRTimeline
Bey-Douglas LLC13,262$830K0.72%+4,47713F-HRTimeline
Commonwealth Financial Services, LLC13,180$825K0.13%-4813F-HRTimeline
JOURNEY STRATEGIC WEALTH LLC13,142$822K0.02%-65613F-HRTimeline
Guardian Asset Advisors, LLC13,038$816K0.48%+25613F-HRTimeline
Balentine LLC12,908$808K0.03%013F-HRTimeline
Lighthouse Financial LLC12,826$802K0.48%new13F-HRTimeline
IVC Wealth Advisors LLC12,734$797K0.35%-3,87113F-HRTimeline
Claro Advisors Inc.12,712$795K0.1%-3113F-HRTimeline
Mutual Advisors, LLC12,703$795K0.02%-38013F-HRTimeline
Strategic Financial Concepts, LLC12,597$788K0.19%+4,69613F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC12,582$787K0.02%+5013F-HRTimelineGroup
OxenFree Capital LLC12,581$783K0.38%+63613F-HRTimeline
Autumn Glory Partners, LLC12,448$779K0.29%+3413F-HRTimeline
Dynamic Advisor Solutions LLC12,297$769K0.02%+87513F-HRTimeline
Sierra Capital LLC12,300$769K0.08%+51513F-HRTimeline
Tyche Wealth Partners LLC12,238$766K0.12%+1,17713F-HRTimeline
Long Island Wealth Management, Inc.12,192$763K0.35%-83613F-HRTimeline
Circle Wealth Management, LLC11,967$749K0.01%013F-HRTimeline
Millstone Evans Group, LLC11,929$746K0.45%-26013F-HRTimeline
Cairn Investment Group, Inc.11,835$740K0.37%+49513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/11,703$732K<0.01%+88113F-HRTimelineGroup
TWO SIGMA SECURITIES, LLC11,584$725K0.08%-20,28113F-HRTimeline
WETZEL INVESTMENT ADVISORS, INC.11,500$719K0.29%+1,60013F-HRTimeline
GUARDIAN WEALTH ADVISORS, LLC / NC11,480$718K0.05%-29513F-HRTimeline
CHANNEL WEALTH LLC11,460$717K0.17%+19013F-HRTimeline
ROMAN BUTLER FULLERTON & CO11,359$712K0.2%+2,30313F-HRTimeline
MWA Asset Management11,322$708K0.39%+20513F-HR/ATimeline
MMA ASSET MANAGEMENT LLC11,322$708K0.25%-5513F-HRTimeline
LaSalle St. Investment Advisors, LLC11,285$706K0.1%-8813F-HRTimeline
Avior Wealth Management, LLC11,269$705K0.02%new13F-HRTimeline
Thompson David Blair11,221$702K0.4%-4,69113F-HRTimeline
Ballast Rock Private Wealth LLC11,123$696K0.38%-8713F-HRTimeline
ProVise Management Group, LLC11,093$694K0.05%+47313F-HRTimeline
CFS Investment Advisory Services, LLC10,993$693K0.05%+6,07013F-HRTimeline
Keystone Financial Group11,050$692K0.05%+72213F-HRTimeline
VISTA INVESTMENT PARTNERS LLC10,874$680K0.18%+56513F-HRTimeline
Berger Financial Group, Inc10,825$677K0.04%-39513F-HRTimeline
Centerpoint Advisory Group10,800$676K0.51%-24313F-HRTimeline
Guardian Capital, LLC10,766$674K0.64%new13F-HRTimeline
BNB Wealth Management, LLC10,654$667K0.43%+1,42213F-HRTimeline
Cornerstone Planning Group LLC10,465$666K0.09%-64113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC10,600$663K<0.01%new13F-HRTimeline
TAGStone Capital, Inc.10,587$662K0.23%+13313F-HRTimeline
Hofer & Associates. Inc10,572$661K0.36%+9813F-HRTimeline
FWG Holdings, LLC10,430$652K0.25%-5,84713F-HRTimeline
Chicago Wealth Management, Inc.10,343$647K0.26%-20213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC10,253$641K<0.01%-1,42813F-HRTimeline
Ocean Park Asset Management, LLC10,253$641K0.04%-1,42813F-HR/ATimeline
CHOREO, LLC10,207$639K0.01%+3,46113F-HRTimeline
MIDLAND WEALTH ADVISORS, LLC10,193$638K0.03%+14813F-HRTimeline
Front Row Advisors LLC10,170$636K0.22%+1,31213F-HRTimeline
N.E.W. Advisory Services LLC10,150$635K0.05%+12613F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.10,132$634K0.06%+60413F-HRTimelineGroup
Madison Wealth Partners, Inc10,114$633K0.1%+7813F-HRTimeline
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC10,113$633K0.01%new13F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,054$629K0.12%+69713F-HRTimeline
Gaddis Premier Wealth Advisors LLC10,043$628K0.46%+20113F-HRTimeline
PRELUDE CAPITAL MANAGEMENT, LLC10,000$626K0.05%013F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC9,991$625K0.03%+2,43913F-HRTimeline
Lionsbridge Wealth Management LLC9,892$619K0.62%+2213F-HRTimeline
AVAII WEALTH MANAGEMENT, LLC9,870$617K0.22%-15213F-HRTimeline
Centric Wealth Management9,654$611K0.12%-6,77413F-HRTimeline
BKM Wealth Management, LLC9,744$610K0.22%+21113F-HRTimeline
LANARK FINANCIAL, INC.9,660$604K0.05%-51813F-HRTimeline
Bravias Capital Group, LLC9,660$604K0.4%-13013F-HRTimeline
Balefire, LLC9,630$602K0.11%-6913F-HRTimeline
PFG Investments, LLC9,582$599K0.03%-72313F-HRTimeline
Coordinated Financial Services, Inc.9,458$592K0.34%+4013F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC9,346$585K0.1%-1,08813F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC9,318$583K0.13%-5813F-HRTimeline
Ranch Capital Advisors Inc.9,261$579K0.21%+15513F-HRTimeline
Quadrature Capital Ltdin group Quadrature Capital Ltd9,150$572K0.01%new13F-HRTimelineGroup
Vann Equity Management LLC9,149$572K0.41%13F-HRTimeline
GSG Advisors LLC9,123$571K0.15%+12113F-HRTimeline
NOVEM GROUP9,108$570K0.07%-1,31913F-HRTimeline
Capstone Wealth Management Group LLCin group Capstone Wealth Management Gr…9,100$569K0.35%013F-HRTimelineGroup
LexAurum Advisors, LLC9,071$567K0.07%13F-HRTimeline
WealthCare Investment Partners, LLC9,099$567K0.16%+18113F-HRTimeline
GM Advisory Group, LLC9,028$565K0.02%+2913F-HRTimeline
Diligent Investors, LLC9,025$565K0.14%013F-HRTimeline
Brookwood Investment Group LLC8,977$562K0.07%-4,17113F-HRTimeline
COLUMBIA ADVISORY PARTNERS LLC8,960$561K0.36%-7,46813F-HRTimeline
Heck Capital Advisors, LLC8,939$559K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8,931$559K<0.01%-2613F-HRTimelineGroup
STEPHENS INC /AR/in group Stephens Investment Managemen…8,732$546K0.01%+113F-HRTimelineGroup
Teamwork Financial Advisors, LLC8,701$544K0.06%-2,24713F-HRTimeline
Opal Wealth Advisors, LLC8,691$544K0.12%+3813F-HRTimeline
Kraft, Davis & Associates, LLC8,540$542K0.12%-109,87213F-HRTimeline
Tranquility Partners, LLC8,661$542K0.2%-713F-HRTimeline
Secure Asset Management, LLC8,541$534K0.08%+3,95713F-HRTimeline
BCGM Wealth Management, LLC8,536$534K0.13%-9113F-HRTimeline
Hilton Head Capital Partners, LLC8,493$531K0.3%+61613F-HRTimeline
Provident Living Financial Services, In…8,492$531K0.59%+20913F-HRTimeline
MBE Wealth Management, LLC8,457$529K0.22%new13F-HRTimeline
Jacksonville Wealth Management, LLC8,451$529K0.36%+7913F-HRTimeline
Financial Engines Advisors L.L.C.8,349$522K<0.01%+33113F-HRTimeline
Bay Rivers Group8,285$518K0.22%new13F-HRTimeline
Glass Jacobson Investment Advisors llc8,167$511K0.18%+16113F-HRTimeline
M3 Advisory Group, LLC8,122$508K0.31%+88713F-HRTimeline
LIBERTY WEALTH MANAGEMENT LLC8,091$506K0.06%-3,26313F-HRTimeline
PGIM Custom Harvest LLCin group PGIM INVESTMENTS LLC8,078$505K0.01%-27413F-HRTimelineGroup
Grant Street Asset Management, Inc.8,077$505K0.1%-52213F-HRTimeline
AMERIFLEX GROUP, INC.8,065$505K0.26%+64513F-HRTimeline
Cypress Capital Groupin group Cypress Capital Group8,000$500K0.06%013F-HRTimelineGroup
Mirae Asset Global Investments Co., Ltd.in group Mirae Asset Global Investment…8,000$500K<0.01%new13F-HR/ATimelineGroup
Summit Asset Management, LLC7,935$496K0.07%013F-HRTimeline
NTV Asset Management LLC7,875$493K0.05%013F-HRTimeline
Maridea Wealth Management LLC7,831$490K0.07%+7913F-HRTimeline
FIDUCIENT ADVISORS LLC7,770$486K0.06%013F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,770$486K0.12%+4,34713F-HRTimeline
Odyssey Capital Advisors, Inc.7,769$486K0.44%+2113F-HRTimeline
Prepared Retirement Institute LLC7,764$486K0.24%+33513F-HR/ATimeline
RFG Advisory, LLC7,763$486K0.01%+97113F-HRTimeline
UPTICK PARTNERS, LLC7,730$484K0.1%-64313F-HRTimeline
Tortuga Wealth Management, Inc7,694$481K0.45%-19713F-HRTimeline
Forefront Wealth Partners, LLC7,655$479K0.2%+1,38413F-HRTimeline
Capital Advisors, Ltd. LLC7,562$473K0.05%-27513F-HRTimeline
Intrepid Financial Planning Group LLC7,546$472K0.19%-2,79013F-HRTimeline
Equity Wealth Partners, LLC7,538$472K0.3%-2,03513F-HRTimeline
Avantra Family Wealth, Inc.7,500$469K0.35%013F-HRTimeline
ETF Store, Inc.7,304$457K0.44%+1,00213F-HRTimeline
Koshinski Asset Management, Inc.7,249$453K0.03%+16313F-HRTimeline
IEQ CAPITAL, LLC7,230$452K<0.01%new13F-HRTimeline
Innovative Asset Advisors Group, LLC7,206$451K0.26%13F-HRTimeline
Welch Financial Planning, LLC7,109$445K0.32%-1,02013F-HRTimeline
Continuum Advisory, LLC7,083$443K0.04%+5313F-HRTimeline
Axiom Investment Management LLC7,019$439K0.33%13F-HRTimeline
VICTORY FINANCIAL GROUP, LLC7,014$439K0.05%+34713F-HRTimeline